Authentication
Every request is authenticated with a bearer token. Generate one in your dashboard under Settings → API Keys — it is shown once, so copy it then. A token inherits the roles & permissions of the user who created it, and most resource endpoints also require the matching module to be enabled on your plan.
Prefer to authenticate programmatically? POST /api/login with your email and password returns a bearer token you can use the same way, and POST /api/refresh rotates it.
Quickstart
Create a CRM lead in under a minute. The API works against the same data you see in the product — there is no separate sync layer.
Errors & status codes
We use conventional HTTP status codes. Error bodies include a human-readable message you can surface directly.
| 200 | OK — request succeeded |
| 201 | Created — resource created |
| 401 | Unauthorized — missing or invalid token |
| 422 | Unprocessable — validation failed |
| 429 | Too many requests — you hit a rate limit |
| 500 | Server error — we'll have it on status |
Rate limits
API traffic is rate-limited to keep the platform fast for everyone. If you exceed the limit you'll receive an HTTP 429 response — back off and retry. The Retry-After header tells you when you can resume.
Authentication & session /api/login
Log in, refresh or revoke your token, fetch the signed-in user, edit the profile, and read staff / client / vendor user lists. (11 endpoints)
| POST | /api/change-password |
| GET | /api/client-user |
| DELETE | /api/delete-account |
| POST | /api/edit-profile |
| POST | /api/login |
| POST | /api/logout |
| POST | /api/refresh |
| GET | /api/staff-user |
| POST | /api/upload-photos |
| GET | /api/user |
| GET | /api/vendor-user |
API keys /api/v1/settings/api-keys
List, create and revoke your personal access tokens — the same keys you generate under Settings → API Keys. (3 endpoints)
| GET | /api/v1/settings/api-keys |
| POST | /api/v1/settings/api-keys |
| DELETE | /api/v1/settings/api-keys/{id} |
CRM — leads, deals & pipeline /api/leads
Full CRUD over leads, deals, pipelines, stages, labels and sources, plus their tasks, calls, files, notes and products. (79 endpoints)
| DELETE | /api/deal-call/delete/{call_id} |
| POST | /api/deal-call/store |
| POST | /api/deal-call/update/{call_id} |
| POST | /api/deal-client/store/{deal_id} |
| DELETE | /api/deal-client/{deal_id}/delete/{client_id} |
| POST | /api/deal-discussion/store/{deal_id} |
| POST | /api/deal-email/store/{deal_id} |
| POST | /api/deal-file/store/{deal_id} |
| DELETE | /api/deal-file/{deal_id}/delete/{file_id} |
| POST | /api/deal-source/store/{deal_id} |
| DELETE | /api/deal-source/{deal_id}/delete/{source_id} |
| POST | /api/deal-stage/create |
| DELETE | /api/deal-stage/delete/{id} |
| POST | /api/deal-stage/update/{id} |
| GET | /api/deal-stages |
| POST | /api/deal-task/create |
| DELETE | /api/deal-task/delete/{id} |
| POST | /api/deal-task/update/{id} |
| POST | /api/deal-user/store/{deal_id} |
| DELETE | /api/deal-user/{deal_id}/delete/{user_id} |
| POST | /api/deal/add-label/{id} |
| POST | /api/deal/assign-products/{deal_id} |
| POST | /api/deal/create |
| DELETE | /api/deal/delete/{id} |
| GET | /api/deal/show/{id} |
| POST | /api/deal/update/{id} |
| DELETE | /api/deal/{deal_id}/products/{product_id} |
| GET | /api/deals |
| POST | /api/label/create |
| DELETE | /api/label/delete/{id} |
| POST | /api/label/update/{id} |
| GET | /api/labels |
| DELETE | /api/lead-call/delete/{call_id} |
| POST | /api/lead-call/store |
| POST | /api/lead-call/update/{call_id} |
| POST | /api/lead-discussion/store/{lead_id} |
| POST | /api/lead-email/store/{lead_id} |
| POST | /api/lead-file/store/{lead_id} |
| DELETE | /api/lead-file/{lead_id}/delete/{file_id} |
| POST | /api/lead-source/store/{lead_id} |
| DELETE | /api/lead-source/{lead_id}/delete/{source_id} |
| POST | /api/lead-stage/create |
| DELETE | /api/lead-stage/delete/{id} |
| POST | /api/lead-stage/update/{id} |
| GET | /api/lead-stages |
| POST | /api/lead-task/create |
| DELETE | /api/lead-task/delete/{id} |
| POST | /api/lead-task/update/{id} |
| POST | /api/lead-user/store/{lead_id} |
| DELETE | /api/lead-user/{lead_id}/delete/{user_id} |
| POST | /api/lead/add-label/{id} |
| POST | /api/lead/assign-products/{lead_id} |
| POST | /api/lead/convert-to-deal/{id} |
| POST | /api/lead/create |
| DELETE | /api/lead/delete/{id} |
| GET | /api/lead/get-request-data |
| GET | /api/lead/get-users |
| POST | /api/lead/home |
| POST | /api/lead/lead-create-update |
| POST | /api/lead/lead-delete |
| POST | /api/lead/lead-details |
| POST | /api/lead/lead-stage-create-update |
| POST | /api/lead/lead-stage-update |
| POST | /api/lead/lead-stages |
| POST | /api/lead/leadboard |
| POST | /api/lead/pipeline-create-update |
| GET | /api/lead/pipelines |
| GET | /api/lead/show/{id} |
| POST | /api/lead/update/{id} |
| DELETE | /api/lead/{lead_id}/products/{product_id} |
| GET | /api/leads |
| POST | /api/pipeline/create |
| DELETE | /api/pipeline/delete/{id} |
| POST | /api/pipeline/update/{id} |
| GET | /api/pipelines |
| POST | /api/source/create |
| DELETE | /api/source/delete/{id} |
| POST | /api/source/update/{id} |
| GET | /api/sources |
Sales /api/sales/sales-orders
Opportunities, quotes, meetings, sales orders and warehouse lookups. (23 endpoints)
| GET | /api/sales/RequestData |
| POST | /api/sales/get-warehouse-products |
| GET | /api/sales/home |
| DELETE | /api/sales/meeting/destroy/{id} |
| POST | /api/sales/meeting/store |
| POST | /api/sales/meeting/update/{id} |
| GET | /api/sales/meetings |
| GET | /api/sales/opportunities |
| DELETE | /api/sales/opportunities/delete/{id} |
| POST | /api/sales/opportunities/update/{id} |
| POST | /api/sales/opportunitity/store |
| POST | /api/sales/parent-records |
| GET | /api/sales/quotes |
| DELETE | /api/sales/quotes/destroy/{id} |
| POST | /api/sales/quotes/store |
| POST | /api/sales/quotes/update/{id} |
| GET | /api/sales/quotes/{id} |
| DELETE | /api/sales/sales-order/delete/{id} |
| POST | /api/sales/sales-order/store |
| POST | /api/sales/sales-order/update/{id} |
| GET | /api/sales/sales-orders |
| GET | /api/sales/sales-orders/{id} |
| GET | /api/sales/warehouses |
Sales proposals /api/sales-proposal
Draft, send, accept/reject proposals and convert them to invoices. (9 endpoints)
| GET | /api/sales-proposal |
| POST | /api/sales-proposal/accept/{proposal_id} |
| POST | /api/sales-proposal/convert-to-invoice/{proposal_id} |
| POST | /api/sales-proposal/create |
| DELETE | /api/sales-proposal/delete/{proposal_id} |
| POST | /api/sales-proposal/reject/{proposal_id} |
| POST | /api/sales-proposal/sent/{proposal_id} |
| GET | /api/sales-proposal/show/{proposal_id} |
| POST | /api/sales-proposal/update/{proposal_id} |
Sales invoices /api/sales-invoice
List, create, update, delete and post sales invoices. (6 endpoints)
| GET | /api/sales-invoice |
| POST | /api/sales-invoice/create |
| DELETE | /api/sales-invoice/delete/{invoice_id} |
| POST | /api/sales-invoice/post/{invoice_id} |
| GET | /api/sales-invoice/show/{invoice_id} |
| POST | /api/sales-invoice/update/{invoice_id} |
Sales invoice returns /api/sales-invoice-return
Create, approve and complete sales-invoice returns. (6 endpoints)
| GET | /api/sales-invoice-return |
| POST | /api/sales-invoice-return/approve/{return_id} |
| POST | /api/sales-invoice-return/complete/{return_id} |
| POST | /api/sales-invoice-return/create |
| DELETE | /api/sales-invoice-return/delete/{return_id} |
| GET | /api/sales-invoice-return/show/{return_id} |
Purchase invoices /api/purchase-invoice
List, create, update, delete and post purchase invoices. (6 endpoints)
| GET | /api/purchase-invoice |
| POST | /api/purchase-invoice/create |
| DELETE | /api/purchase-invoice/delete/{invoice_id} |
| POST | /api/purchase-invoice/post/{invoice_id} |
| GET | /api/purchase-invoice/show/{invoice_id} |
| POST | /api/purchase-invoice/update/{invoice_id} |
Purchase returns /api/purchase-return
Create, approve and complete purchase returns. (6 endpoints)
| GET | /api/purchase-return |
| POST | /api/purchase-return/approve/{return_id} |
| POST | /api/purchase-return/complete/{return_id} |
| POST | /api/purchase-return/create |
| DELETE | /api/purchase-return/delete/{return_id} |
| GET | /api/purchase-return/show/{return_id} |
Accounting /api/chart-of-accounts
Customers, vendors, bank accounts, chart of accounts, revenues, expenses, payments, credit/debit notes and transfers. (37 endpoints)
| GET | /api/account-types |
| GET | /api/bank-accounts |
| POST | /api/bank-accounts/create |
| DELETE | /api/bank-accounts/delete/{id} |
| POST | /api/bank-accounts/update/{id} |
| GET | /api/bank-transactions |
| GET | /api/bank-transfers |
| GET | /api/chart-of-accounts |
| GET | /api/credit-notes |
| GET | /api/customer-payments |
| GET | /api/customers |
| POST | /api/customers/create |
| DELETE | /api/customers/delete/{id} |
| POST | /api/customers/update/{id} |
| GET | /api/debit-notes |
| GET | /api/expense-categories |
| GET | /api/expenses |
| POST | /api/expenses/approve/{id} |
| POST | /api/expenses/create |
| DELETE | /api/expenses/delete/{id} |
| POST | /api/expenses/post/{id} |
| POST | /api/expenses/update/{id} |
| GET | /api/get-clients |
| GET | /api/get-vendors |
| GET | /api/gl-accounts |
| GET | /api/revenue-categories |
| GET | /api/revenues |
| POST | /api/revenues/approve/{id} |
| POST | /api/revenues/create |
| DELETE | /api/revenues/delete/{id} |
| POST | /api/revenues/post/{id} |
| POST | /api/revenues/update/{id} |
| GET | /api/vendor-payments |
| GET | /api/vendors |
| POST | /api/vendors/create |
| DELETE | /api/vendors/delete/{id} |
| POST | /api/vendors/update/{id} |
Products & services /api/products
Products, categories, taxes, units and stock. (20 endpoints)
| GET | /api/product-service/items |
| POST | /api/product-stock/add |
| GET | /api/product-stocks |
| GET | /api/product/category |
| POST | /api/product/category/create |
| DELETE | /api/product/category/delete/{id} |
| POST | /api/product/category/update/{id} |
| POST | /api/product/create |
| DELETE | /api/product/delete/{id} |
| GET | /api/product/detail/{id} |
| POST | /api/product/update/{id} |
| GET | /api/products |
| GET | /api/tax |
| POST | /api/tax/create |
| DELETE | /api/tax/delete/{id} |
| POST | /api/tax/update/{id} |
| POST | /api/unit/create |
| DELETE | /api/unit/delete/{id} |
| POST | /api/unit/update/{id} |
| GET | /api/units |
Warehouse & inventory /api/warehouse
Warehouses and stock transfers. (9 endpoints)
| GET | /api/transfer |
| POST | /api/transfer/create |
| DELETE | /api/transfer/delete/{transfer_id} |
| GET | /api/transfer/request-data |
| GET | /api/warehouse |
| POST | /api/warehouse/create |
| DELETE | /api/warehouse/delete/{warehouse_id} |
| GET | /api/warehouse/product/{warehouse_id} |
| POST | /api/warehouse/update/{warehouse_id} |
Projects, tasks & bugs /api/projects
Projects, milestones, task boards, tasks, subtasks, bugs and reports. (45 endpoints)
| GET | /api/bug-status-list |
| GET | /api/get-projects |
| POST | /api/project/bug-stage/create |
| DELETE | /api/project/bug-stage/delete/{id} |
| POST | /api/project/bug-stage/order |
| POST | /api/project/bug-stage/update/{id} |
| GET | /api/project/bug-stages |
| POST | /api/project/bug/create/{project_id} |
| GET | /api/project/bug/show/{bug_id} |
| POST | /api/project/bug/{bug_id}/comment/create |
| DELETE | /api/project/bug/{id}/comment/delete |
| GET | /api/project/bug/{project_id} |
| DELETE | /api/project/client/delete/{id} |
| POST | /api/project/client/invite |
| GET | /api/project/clients |
| DELETE | /api/project/delete/{id} |
| POST | /api/project/file/create |
| DELETE | /api/project/file/delete/{id} |
| DELETE | /api/project/member/delete/{id} |
| POST | /api/project/milestone/create |
| DELETE | /api/project/milestone/delete/{id} |
| POST | /api/project/milestone/update/{id} |
| GET | /api/project/milestones |
| GET | /api/project/report/{id} |
| GET | /api/project/reports |
| GET | /api/project/show/{id} |
| POST | /api/project/task-stage/create |
| DELETE | /api/project/task-stage/delete/{id} |
| POST | /api/project/task-stage/order |
| POST | /api/project/task-stage/update/{id} |
| GET | /api/project/task-stages |
| POST | /api/project/task-subtask/create/{task_id} |
| POST | /api/project/task-subtask/update/{subtask_id} |
| DELETE | /api/project/task/comment/delete/{comment_id} |
| GET | /api/project/task/show/{id} |
| POST | /api/project/task/{task_id}/comment/create |
| POST | /api/project/update/{id} |
| GET | /api/project/{id}/task-board |
| POST | /api/project/{id}/task/create |
| POST | /api/project/{id}/task/update/{task_id} |
| DELETE | /api/project/{project_id}/bug/delete/{bug_id} |
| POST | /api/project/{project_id}/bug/update/{bug_id} |
| DELETE | /api/project/{project_id}/task/delete/{task_id} |
| GET | /api/projects |
| POST | /api/projects/create |
Point of sale /api/pos
POS orders and order detail. (2 endpoints)
| GET | /api/pos |
| GET | /api/pos/show/{id} |
Support desk /api/support-ticket/tickets
Tickets and replies, FAQs and knowledge-base articles. (16 endpoints)
| POST | /api/support-ticket/faq/delete/{faq_id} |
| POST | /api/support-ticket/faq/update/{faq_id} |
| GET | /api/support-ticket/faqs |
| POST | /api/support-ticket/faqs/store |
| GET | /api/support-ticket/get-request-data |
| GET | /api/support-ticket/home |
| POST | /api/support-ticket/knowledge/delete/{knowledge_id} |
| POST | /api/support-ticket/knowledge/store |
| POST | /api/support-ticket/knowledge/update/{knowledge_id} |
| GET | /api/support-ticket/knowledges |
| POST | /api/support-ticket/ticket/add-reply/{ticket_id} |
| POST | /api/support-ticket/ticket/delete/{ticket_id} |
| POST | /api/support-ticket/ticket/note/store/{ticket_id} |
| POST | /api/support-ticket/ticket/store |
| POST | /api/support-ticket/ticket/update/{ticket_id} |
| GET | /api/support-ticket/tickets |
Taskly /api/taskly/projects
Taskly projects and tasks for the lightweight project module. (18 endpoints)
| GET | /api/taskly/home |
| POST | /api/taskly/project-activity |
| POST | /api/taskly/project-create-update |
| POST | /api/taskly/project-delete |
| POST | /api/taskly/project-details |
| DELETE | /api/taskly/project-file-delete/{id} |
| POST | /api/taskly/project-file-upload |
| POST | /api/taskly/project-list |
| POST | /api/taskly/project-status-update |
| GET | /api/taskly/projects |
| GET | /api/taskly/projects/{project}/tasks |
| POST | /api/taskly/task-create-update |
| POST | /api/taskly/task-delete |
| POST | /api/taskly/task-details |
| POST | /api/taskly/task-list |
| POST | /api/taskly/task-stage-update |
| POST | /api/taskly/taskboard |
| GET | /api/taskly/users |
Time tracking /api/add-tracker
Start and stop time trackers. (3 endpoints)
| POST | /api/add-tracker |
| POST | /api/stop-tracker |
| POST | /api/tracker-login |
Users & roles /api/users
Administer workspace users and read roles. (8 endpoints)
| GET | /api/roles |
| DELETE | /api/user/delete/{id} |
| POST | /api/user/reset-password/{id} |
| POST | /api/user/store |
| POST | /api/user/update/{id} |
| PUT | /api/user/verify/{id} |
| GET | /api/users |
| GET | /api/users/log |
HR & payroll /api/employees
Employees, attendance, leave, payroll, plus the full HR record set (branches, departments, holidays, awards and more). (44 endpoints)
| GET | /api/acknowledgments |
| GET | /api/announcements |
| POST | /api/attendance/create |
| DELETE | /api/attendance/delete/{attendance_id} |
| POST | /api/attendance/update/{attendance_id} |
| GET | /api/attendances |
| GET | /api/awards |
| GET | /api/branches |
| GET | /api/complaints |
| GET | /api/departments |
| GET | /api/designations |
| GET | /api/document-types |
| GET | /api/employee-transfers |
| POST | /api/employee/create |
| DELETE | /api/employee/delete/{id} |
| GET | /api/employee/show/{id} |
| POST | /api/employee/update/{id} |
| GET | /api/employees |
| GET | /api/events |
| GET | /api/holidays |
| GET | /api/hrm-documents |
| POST | /api/hrm/attendence-history |
| POST | /api/hrm/clock-in-out |
| POST | /api/hrm/events |
| GET | /api/hrm/get-leaves |
| GET | /api/hrm/get-leaves-types |
| GET | /api/hrm/holidays-list |
| GET | /api/hrm/home |
| POST | /api/hrm/leave-request |
| POST | /api/leave-application/create |
| DELETE | /api/leave-application/delete/{leaveapplication_id} |
| POST | /api/leave-application/update-status/{leaveapplication_id} |
| POST | /api/leave-application/update/{leaveapplication_id} |
| GET | /api/leave-applications |
| GET | /api/leave-balances |
| GET | /api/leave-types |
| GET | /api/payrolls |
| GET | /api/payrolls/{payroll_id} |
| GET | /api/payslip/{payroll_entry_id} |
| GET | /api/promotions |
| GET | /api/resignations |
| GET | /api/shifts |
| GET | /api/terminations |
| GET | /api/warnings |
Third-party API (v1) /api/v1/customers
A stable, versioned slice built for no-code tools like Zapier — customers and invoices. (7 endpoints)
| GET | /api/v1/customers |
| POST | /api/v1/customers |
| GET | /api/v1/customers/{id} |
| PUT | /api/v1/customers/{id} |
| GET | /api/v1/invoices |
| POST | /api/v1/invoices |
| GET | /api/v1/invoices/{id} |
Public endpoints /api/public/plans
Unauthenticated helpers: the public plan catalogue and the embeddable lead-capture widget & partner badge. (4 endpoints)
| GET | /api/badge/{token} |
| GET | /api/public/plans |
| POST | /api/widget/lead |
| GET | /api/widget/{token} |
White-label platform /api/wl/plans
Server-to-server endpoints used by white-label instances for billing and Stripe Connect (token-authenticated). (6 endpoints)
| POST | /api/wl/checkout |
| POST | /api/wl/connect/onboard |
| GET | /api/wl/connect/status |
| GET | /api/wl/plans |
| POST | /api/wl/subscription/{stripe_subscription_id}/cancel |
| POST | /api/wl/webhook-callback |
Integration endpoints /api/microsofttodo
Helper endpoints for connected integrations (Microsoft To Do, Vonage SMS, Facebook posts). (3 endpoints)
| GET | /api/facebookpost |
| GET | /api/microsofttodo |
| GET | /api/vonagesms |
More endpoints
Additional registered endpoints. (1 endpoints)
| GET | /api/agents/{agent}/outstanding-commissions |